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Latest Spring 2017 Quarterly Newsletter In this issue, Tracey Baker, CFP, reflects on current markets as we head into the summer months. Kevin Donovan, CFA, compares performance of "Actively" vs. "Passively" managed funds. Parker Trasborg, CFP, discusses the implications of several common estate planning pitfalls. Read about the tax related benefits that can arise from making Qualified Charitable Distributions. Jessica Ness, CFP, talks about our Day of Service when we partnered with one of our favorite local service organizations for the second year in a row. See how our clients have two different programs to track their CJM portfolios. January 2017 Audio Update Join Tracey, Brian, Kevin and Tim as they discuss CJMs expectations for the markets in 2017, a discussion on small cap equities as well as Tims thoughts on income distributions in retirement. Newsletter & Podcast Archive

CJM Wealth Advisers, Ltd. provides our clients with custom tailored financial planning solutions that are designed to meet all of a client's goals and objectives. Our Certified Financial Planners professionals use the latest in financial planning software as well as decades of knowledge on the subject matter to provide clients with unbiased and independent assessments. By helping our clients better understand their current situation and all available options at their disposal, only then can clients begin to make informed choices that best match their long term goals and objectives.

The development of a personal financial plan is a personal and comprehensive undertaking. The quality of the plan is a direct result of the completeness and the accuracy of the information provided. Please do not hesitate to contact our office at any point in time if you have questions as you complete the Client Data Questionnaire.